You asked us to make it easier to move existing drawdown accounts to a FundsNetwork Pension drawdown arrangement and we listened. This is now available online.
With the introduction of the pensions tapered annual allowance on 6 April 2016 we’ve created an in depth factsheet explaining how the taper works and who it affects, as well as examples to illustrate these new rules.
We’ve written to you to let you know about our plans to withdraw paper application forms for a number of pre- and post-retirement instructions from the 5 December 2016. For now, some journeys such as drawdown to drawdown transfers will continue to offer paper options.
Retirement and tax planning considerations, including
expert insight to help you stay ahead of changing regulation.
Whether you select your
own funds, use model portfolios
or DFMs - we can help.
A single report to identify clients
and a simple action plan to
engage with them.
If you're not familiar with what we
can do to support the partners
we work with, this area should help.